Lead Funnel • CRM Design • Automation Strategy
Organization
The Drevan Clinic
Duration
2026
Role
Systems Designer
Industry
Healthcare
Platforms Used
GoHighLevel • Canva
Overview
This concept project demonstrates how I would design a patient acquisition system for an aesthetic clinic using a structured lead funnel and CRM strategy. The project focuses on creating a clear patient journey—from initial inquiry to consultation booking—through organized lead capture, nurturing, and operational workflows designed with future CRM automation in mind.
Core Responsibilities
Lead Funnel Design • Patient Journey Mapping • CRM Strategy • Workflow Design • Landing Page Design • Systems Documentation
Key Contributions
CUSTOMER JOURNEY
Designing the Complete Patient Journey
Rather than designing individual pages or automations in isolation, I mapped the entire patient journey—from the first inquiry through consultation booking and CRM management. Every component was designed to support both the patient experience and the clinic's day-to-day operations.
Platform: Strategy • GoHighLevel
WEBSITE EXPERIENCE
Building Trust Before the Consultation
The website was designed to establish credibility, answer common patient questions, showcase treatment options, and guide visitors toward booking a consultation. Every section had a clear purpose in reducing uncertainty and increasing conversion.
Platform: GoHighLevel Website Builder
PATIENT ASSESSMENT
Collecting Meaningful Patient Information
Instead of using a basic contact form, I designed an assessment form that collected each patient's primary concern, treatment history, preferred branch, and treatment timeline. This gave the clinic better context before consultations while also supporting lead qualification and future marketing segmentation.
Platform: GoHighLevel Forms
APPOINTMENT BOOKING
Reducing Friction in the Booking Process
Once patients decided to move forward, the system allowed them to schedule consultations online using real-time calendar availability. Automated confirmations and reminders helped reduce manual coordination while improving the overall booking experience.
Platform: GoHighLevel Calendars
CRM ORGANIZATION
Keeping Patient Records Organized
Contacts were organized using Smart Lists, tags, and custom fields so the clinic could quickly identify consultation status, treatment readiness, branch preference, and other important information without manually reviewing every inquiry.
Platform: GoHighLevel CRM
SALES PIPELINE
Tracking Every Patient Through the Consultation Journey
The pipeline provided a clear visual overview of where each patient was—from appointment booking through consultation, treatment plans, and completion. This made follow-ups easier while helping the clinic prioritize the next action for every patient.
Platform: GoHighLevel Opportunities
WORKFLOW AUTOMATION
Automating Routine Administrative Tasks
I designed workflows that automatically responded to patient actions, including assessment submissions, appointment bookings, reminders, cancellations, no-shows, and completed consultations. The goal was to reduce repetitive administrative work while ensuring every patient received timely communication.
Platform: GoHighLevel Workflows
BUSINESS IMPACT
Building a System That Supports Growth
Rather than focusing only on automation, the project was designed to create a structured operational system that supports a better patient experience while helping the clinic stay organized as it grows. Key outcomes included: • Clear patient journey from inquiry to consultation • Reduced manual follow-up through automation • Better CRM organization and lead visibility • Scalable workflows for future services and branches
Platform: GoHighLevel • Funnel Strategy